Regional Consultant Resume Sample

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Maxwell Fadel
7920 Kellie Isle,  Chicago, IL
+1 (555) 275 5514

Work Experience


Regional Consultant
08/2017 - PRESENT
Philadelphia, PA
  • Grow Strategic ETF’s AUM through lead generation and developing relationships with current and prospective clients
  • Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and ensuring that ProShares and ProFunds’ business partners provide exemplary services to our most important clients
  • Organize municipal and national workshops and meetings with national government representatives and municipal leaders to demonstrate UNDP’s service offer in supporting integrated and systems approach to realize the HCMC vision, build resilience and deliver on the SDGs, especially SDGs 11
  • Identify and develop local health management and flex opportunities, leveraging local broking clients, regional relationships and clients. Developing the pursuit strategy with the regional sales leader/market or country leader on the larger opportunities, developing and finalizing the RFP submission, and managing / coordinating the pursuit team
  • Manage the scope, quality, timeliness, budget of multiple client deliverables including providing of direction to analysts and other team members in the preparation and delivery of clear and concise client presentation
  • Contribute and in supporting regional/local marketing initiatives as a featured speaker/ subject matter expert at formal and clients’ events
  • Managing the growth of consulting services in the region by contributing to the sales initiatives and consulting projects such as benefit plan redesign (flex, benchmarking studies, alternative funding arrangement, health and wellness strategies)
  • Developing of benefits or total rewards strategy, vendor evaluation and selection, onsite clinic reviews, care management consulting services and lifestyle interventions
  • Supporting of regional/global product development and sales and in approaches localized for the needs of countries
Economic Development Regional Consultant
07/2013 - 06/2017
Los Angeles, CA
  • Training of other members of the consulting, broking team and in increasing their awareness and enabling them to articulate the value and services to clients and their support in delivery of projects
  • Be accountable for revenue and profitability of client accounts and projects and in ensuring timely delivery of invoicing, monitoring time charges of clients team, setting budgets and managing the AR of projects
  • Substantive expertise in conducting research and data collection/analysis. Knowledge of concepts and methods in social or policy research
  • Schedule the Regional Vice President with Broker/Dealer producers and prospects
  • Deliver exemplary support and drive sales within the Salon Channel
  • Deliver exemplary support and drive sales within the Retail Channel
  • Coach, educate and train select Investor Center and Regional Center reps to acquire/retain assets and deepen client relationships through Fidelity’s Brokerage and Fixed Income offering
  • Facilitate consistent use of Fidelity’s sales processes and Practice Management skill sets to drive organic book-growth
Regional Deal Consultant
05/2009 - 01/2013
Boston, MA
  • Serve as Brokerage/FI liaison to various internal business partners (RPC’s, RTC’s, TEM, Fidelity Capital Markets, Product Groups, HNW Bond Desk, Active Trader Services/Sales, Prime Brokerage etc)
  • Understanding our firm’s mission and values as well as product offerings in the U.S. retail market
  • Partnering with external wholesaler to ensure we maintain a high level of quality activity and take advantage of strategic opportunities
  • Conducting competitive analysis to identify new opportunities and advance the sales process with existing opportunities
  • Increase crossover and rollover through the execution of PWI strategic initiatives both through group presentations and 1:1 guidance
  • Execute on corporate action and other opportunistic activities that are nationally driven; maximize opportunities by developing and executing on a local/market action plan
  • Represent Personal Investing by participating in institutional sales finals and client meetings

Education


Keiser University - Sarasota Campus
2005 - 2009
Bachelor's Degree in Nursing

Professional Skills


  • Strong public speaking skills and ability to engage an audience
  • Demonstrated consultative and influencing skills
  • Strong presentation skills for one-on-one meetings with financial advisors as well as group training meetings in field
  • Working experience with the United Nations system is an advantage, as is experience in Africa
  • Working closely with external wholesaler to develop sales and servicing strategy in order to run assigned sales region effectively
  • Experience with advanced planning and book of business practice management
  • Experience leading change management activities for technology or strategic projects

How to write Regional Consultant Resume

Regional Consultant role is responsible for database, training, software, events, financial, travel, design, trading, security, integration.
To write great resume for regional consultant job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Regional Consultant Resume

The section contact information is important in your regional consultant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Regional Consultant Resume

The section work experience is an essential part of your regional consultant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous regional consultant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular regional consultant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Regional Consultant resume experience can include:

  • Strong preparation skills and attention to detail
  • Effective communication skills and the ability to take complex financial information and convey it in a succinct and understandable way
  • Proactive time management and organizational skills
  • Prior experience with financial intermediary channels: wirehouse B/Ds, IBDs and RIAs
  • Advanced sales, service, and relationship management skills
  • Advanced territory management skills

Education on a Regional Consultant Resume

Make sure to make education a priority on your regional consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your regional consultant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Regional Consultant Resume

When listing skills on your regional consultant resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical regional consultant skills:

  • For the position advertised, fluency in French, with proven drafting and communication skills, is required
  • Ales experience with highly developed contact management skills
  • Strong organizational and delegation skills, attention to detail, and the ability to work under pressure
  • Work with External Wholesalers to segment advisor base within territory to prioritize both of your time effectively
  • Articulate, energetic and strong communication skills
  • Effectively execute sales strategies and tactics specifically related to brokerage business

List of Typical Experience For a Regional Consultant Resume

1

Experience For Economic Development Regional Consultant Resume

  • Experience forming partnerships to conduct HIV/AIDS and Hepatitis prevention, outreach and education
  • Provide marketing collateral and merchandise products for strong visual representation
  • Process improvement and knowledge management – cross Asia team facilitation, up-skilling and improvement
  • Experience of manufacturer’s warranty systems and principals
  • Use Bb Relationship Management software to maximize effectiveness
  • Three years’ experience in relationship based sales in the salon and/or retail industry
  • Experience in financial services field
  • Ten years of sales experience in the financial service industry
  • Or more of experience within the financial services industry
2

Experience For Regional Aftersales Consultant Resume

  • Experience in relationship based sales in the retail industry
  • Strong market knowledge with focus on equities, ETF’s, technical analysis, options and market mechanics (RBC)
  • Project manage lower complexity marketing programs/Customer Experience projects and initiatives
  • A relevant and progressively responsible work for 3 years experience in the field of international law
  • Facilitating high quality sales training for branch and phone sales associates, utilizing all mediums: classroom, small group training, virtual and workshop
3

Experience For Regional Business Consultant, Bumble & Bumble Resume

  • Assisting Brokerage Product teams with platform development, online tools, research and competitive insight
  • Work independently from a home office, while managing a consistent meeting calendar with accounts
  • Spend approximately 75-80% of time proactively soliciting sales via out-going phone calls and e-mails to financial advisors
  • Contact advisors to build relationships and share the company’s sales and business building ideas and strengthen existing relationships
  • This is a home-based role with varying hours, based in Kansas, including Kansas City
4

Experience For Regional Deal Consultant Resume

  • This is a home-based role with varying hours, based in Kansas, including Topeka
  • This is a home-based role with varying hours, based in Kansas, including Wichita
  • This is a home-based role with varying hours, based in Missouri, including Columbia
  • This is a home-based role with varying hours, based in Missouri, including Kansas City
  • This is a home-based role with varying hours, based in Missouri, including St. Louis
  • This is a home-based role with varying hours, based in Washington, including Seattle
  • This is a home-based role with varying hours, based in Washington, including Spokane
5

Experience For Ebusiness Regional Business Consultant Resume

  • This is a home-based role with varying hours, based in Washington, including Yakima
  • This is a home-based role with varying hours, based in Washington, including Tri-Cities
  • This is a home-based role with varying hours, based in Oregon, including Portland
  • This is a home-based role with varying hours, based in Colorado, including Denver
  • This is a home-based role with varying hours, based in Idaho, including Boise
  • This is a home-based role with varying hours, based in Montana, including Billings
  • This is a home-based role with varying hours, based in Montana, including Missoula
6

Experience For Regional Consultant Associate Resume

  • This is a home-based role with varying hours, based in Arizona, including Phoenix
  • This is a home-based role with varying hours, based in New Mexico, including Albuquerque
  • This is a home-based role with varying hours, based in Nevada, including Las Vegas
  • This is a home-based role with varying hours, based in Florida, including Jacksonville
  • This is a home-based role with varying hours, based in Florida, including Tallahassee
  • This is a home-based role with varying hours, based in Minnesota, including Minneapolis/St. Paul
  • This is a home-based role with varying hours, based in North Dakota, including Dickinson
7

Experience For Internal Regional Consultant Resume

  • This is a home-based role with varying hours, based in North Dakota, including Bismarck
  • This is a home-based role with varying hours, based in North Dakota, including Fargo/Grand Forks
  • This is a home-based role with varying hours, based in South Dakota, including Rapid City
  • This is a home-based role with varying hours, based in South Dakota, including Sioux Falls
  • This is a home-based role with varying hours, based in Nebraska, including Omaha
  • This is a home-based role with varying hours, based in Nebraska, including Lincoln
8

Experience For Regional SCD Consultant Resume

  • This is a home-based role with varying hours, based in Arkansas, including Fort Smith
  • This is a home-based role with varying hours, based in New York, including New York City, Long Island and the Lower Hudson Valley
  • This is a home-based role with varying hours, based in Upstate New York, including Syracuse, Buffalo, Rochester, and Albany
  • This is a home-based role with varying hours, based in North Carolina, including Charlotte and Raleigh
  • This is a home-based role with varying hours, based in South Carolina, including Columbia and Charleston
  • This is a home-based role with varying hours, based in California, including San Diego County
  • This is a home-based role with varying hours, based in California, including Central Los Angeles
  • This is a home-based role with varying hours, based in Delaware, including Laurel
9

Experience For Regional Brokerage Consultant Resume

  • This is a home-based role with varying hours, based in California, including Orange County
  • This is a home-based role with varying hours, based in Virginia, including Richmond
  • This is a home-based role with varying hours, based in West Virginia, including Charleston
  • This is a home-based role with varying hours, based in Central California, including Fresno
  • Further PWI integration by fostering relationships with national and field business partners
  • Support the implementation of HO-delivered marketing programs
  • Support & coordinate various integrated communication and marketing activities
  • Support the design and development of low complexity local marketing programs
10

Experience For Regional Buildings Access Consultant Resume

  • Partners with HO Marketing teams to deliver programs on time and in accordance with budget
  • Manage optimum inventory levels at accounts with a comprehensive consulting approach
  • Plan for as part of Business Building program
  • Work with the New Business Team to cultivate and drive quality leads and prospects to opening order
  • Set up, launch, and grow the new business from the opening order forward
  • Log all activities and salon meeting notes weekly
  • Car stock budgets for promotional and merchandising activities

List of Typical Skills For a Regional Consultant Resume

1

Skills For Economic Development Regional Consultant Resume

  • Training branch associates to become highly proficient and effective sales consultants by embracing consultative selling practices
  • Experience forming partnerships to conduct HIV/AIDS prevention, outreach and education
  • Project manage low complexity marketing programs/Customer Experience projects and initiatives
  • Demonstrated use of discretion and judgment when dealing with financial professionals, end clients, and/or matters of privacy
  • Strong institutional and retail product knowledge
  • Possess and maintain a valid driver’s license
2

Skills For Regional Aftersales Consultant Resume

  • Able to operate office machines – computer, photocopier, fax, and scanner
  • Developing local efforts and implementing national initiatives to grow business through customer contact, workshops, lead generation and local branding
  • Making active servicing, sales calls and receive inbound calls from existing and prospective clients
  • Growing awareness of Fidelity’s fixed Income offerings by presenting at national seminars, tradeshows, summits and expos
  • Growing awareness of Fidelity’s Brokerage offerings by presenting at national seminars, tradeshows, summits and expos
  • Collaborating internally and coordinating national client engagement across multiple locations for an assigned book of retirement plan clients
  • Collaborating on a cohesive data-based strategy and presenting it to senior plan sponsor management
  • Providing timely subject matter expertise on market updates and promotions, enhancements and changes within the brokerage and fixed income product offerings
  • Ensuring sales associates understand and utilize all fixed income service models
3

Skills For Regional Business Consultant, Bumble & Bumble Resume

  • Ensuring sales associates understand and utilize all brokerage service models
  • Working knowledge of primary Broker/Dealer firms and Advisor product platforms
  • Scheduling RVP meetings/conference calls when relevant
  • Working with centers of influence of the major custodial platform clients
  • Maintaining current CRM database with notes and follow up info
  • Supporting your external to make sure we meet the expectations and execute the requests for our clients
  • Sharing financial planning expertise to appropriately position Fidelity's retail guidance tools, products, and planning strategies
  • Supporting the branch culture of growing the business
  • This is a home-based role with varying hours, based in California, including Sacramento, Redding and Stockton
4

Skills For Regional Deal Consultant Resume

  • This is a home-based role with varying hours, based in Kentucky, including Bowling Green
  • Provide best practice quality implementation training and professional learning for HMH programs for teachers, coaches and leaders
  • Provide reports following each professional learning session
  • This is a home-based role with varying hours, based in California, including the San Francisco Bay Area
  • This is a home-based role with varying hours, based in California, including Riverside and San Bernardino
  • This is a home-based role with varying hours, based in California, including Fresno
  • This is a home-based role with varying hours, based in Georgia, including Atlanta, Marietta and Jonesboro
5

Skills For Ebusiness Regional Business Consultant Resume

  • This is a home-based role with varying hours, based in Georgia, including Savannah and Augusta
  • This is a home-based role with varying hours, based in Georgia, including Macon and Columbus
  • This is a home-based role with varying hours, based in Georgia, including Valdosta and Albany
  • This is a home-based role with varying hours, based in California, including Los Angeles and Orange County
  • This is a home-based role with varying hours, based in Indiana, including Indianapolis
  • This is a home-based role with varying hours, based in Indiana, including Fort Wayne/South Bend
  • This is a home-based role with varying hours, based in Indiana, including Evansville
6

Skills For Regional Consultant Associate Resume

  • This is a home-based role with varying hours, based in Illinois, including Chicago
  • This is a home-based role with varying hours, based in Illinois, including Rockford
  • This is a home-based role with varying hours, based in Illinois, including Kankakee
  • This is a home-based role with varying hours, based in Ohio, including Cincinnati
  • This is a home-based role with varying hours, based in Ohio, including Cleveland
  • This is a home-based role with varying hours, based in Ohio, including Columbus
7

Skills For Internal Regional Consultant Resume

  • This is a home-based role with varying hours, based in Tennessee, including Nashville
  • This is a home-based role with varying hours, based in Tennessee, including Knoxville
  • This is a home-based role with varying hours, based in Tennessee, including Memphis
  • This is a home-based role with varying hours, based in Tennessee, including Chattanooga
  • This is a home-based role with varying hours, based in Kentucky, including Louisville
  • This is a home-based role with varying hours, based in Kentucky, including Lexington
  • This is a home-based role with varying hours, based in Kentucky, including Paducah
  • This is a home-based role with varying hours, based in Michigan, including Detroit
8

Skills For Regional SCD Consultant Resume

  • This is a home-based role with varying hours, based in Michigan, including Grand Rapids
  • This is a home-based role with varying hours, based in Michigan, including Kalamazoo
  • This is a home-based role with varying hours, based in Wisconsin, including Milwaukee
  • This is a home-based role with varying hours, based in Wisconsin, including Madison
  • This is a home-based role with varying hours, based in Wisconsin, including Eau Claire
9

Skills For Regional Brokerage Consultant Resume

  • This is a home-based role with varying hours, based in Florida, including Miami
  • This is a home-based role with varying hours, based in Florida, including Orlando
  • This is a home-based role with varying hours, based in Utah, including Salt Lake City
  • This is a home-based role with varying hours, based in Arkansas, including Jonesboro
  • This is a home-based role with varying hours, based in Arkansas, including Little Rock/Pine Bluff
10

Skills For Regional Buildings Access Consultant Resume

  • This is a home-based role with varying hours, based in Oklahoma, including Tulsa
  • This is a home-based role with varying hours, based in Oklahoma, including Oklahoma City
  • This is a home-based role with varying hours, based in Louisiana, including Shreveport
  • This is a home-based role with varying hours, based in Louisiana, including Alexandria
  • This is a home-based role with varying hours, based in Louisiana, including Lafayette/Lake Charles
  • This is a home-based role with varying hours, based in Louisiana, including New Orleans/Baton Rouge
  • This is a home-based role with varying hours, based in Iowa, including Des Moines
  • This is a home-based role with varying hours, based in Iowa, including Iowa City/Cedar Rapids
  • This is a home-based role with varying hours, based in Iowa, including Davenport

List of Typical Responsibilities For a Regional Consultant Resume

1

Responsibilities For Economic Development Regional Consultant Resume

  • Be self-directed/self-managed, possesses proven decision-making skills and sound judgment
  • Experience in legal research and backstopping training is also an asset
  • Investment proposal generation and communication, including Morningstar and proprietary tools
  • Business Building program budgets with accounts
  • Travel- Varies by territory geography, from 25% up to 80%. Evening and weekend work required
  • Able and willing to work in a team-oriented environment
2

Responsibilities For Regional Aftersales Consultant Resume

  • Maintain proactive relationship influencing payers, providers, and other economic buyers
  • Assist in developing reimbursement tools and materials for internal/external customers
  • Prove training and education for internal/external stakeholders
  • This is a home-based role, based in the state of New Mexico, including Roswell, Santa Fe, Las Cruces, Albuquerque
  • This is a home-based role with varying hours, based in Kansas City, Missouri
  • This is a home-based role, based in the state of California, including Fresno
  • This is a home-based role, based in the state of Oregon, including Portland
  • This is a home-based role, based in the state of Washington, including Seattle and Spokane
  • This is a home-based role, based in the state of New York, including Buffalo, Rochester and Syracuse
3

Responsibilities For Regional Business Consultant, Bumble & Bumble Resume

  • This is a home-based role, based in the state of Connecticut, including Hartford and New Haven
  • This is a home-based role with varying hours, based in North Texas
  • This is a home-based role with varying hours, based in Houston, Texas
  • This is a home-based role with varying hours, based in Central Texas
  • This is a home-based role with varying hours, based in South Texas
  • This is a home-based role with varying hours, based in West Texas
4

Responsibilities For Regional Deal Consultant Resume

  • This is a home-based role with varying hours, based in Washington, DC
  • This is a home-based role with varying hours, based in Laurel, DE
  • This is a home-based role with varying hours, based in Baltimore/Upper Marlboro, Maryland
  • This is a home-based role with varying hours, based in Philadelphia, Pennsylvania
  • This is a home-based role with varying hours, based in Pittsburgh, Pennsylvania
5

Responsibilities For Ebusiness Regional Business Consultant Resume

  • This is a home-based role with varying hours, based in Charleston, West Virginia
  • This is a home-based role with varying hours, based in Richmond, Virginia
  • This is a home-based role with varying hours, based in Camden, New Jersey
  • This is a home-based role with varying hours, based in Newark and East Orange, New Jersey
  • This is a home-based role with varying hours, based in Trenton, New Jersey
  • This is a home-based role with varying hours, based in San Diego, California
  • This is a home-based role with varying hours, based in Wisconsin
  • This is a home-based role with varying hours
6

Responsibilities For Regional Consultant Associate Resume

  • This is a home-based role with varying hours, based in Southeast Georgia
  • This is a home-based role with varying hours, based in Michigan
  • This is a home-based role with varying hours, based in Ohio
  • This is a home-based role with varying hours, based in Iowa
  • This is a home-based role with varying hours, based in Northern California
  • This is a home-based role with varying hours, based in Kansas
  • This is a home-based role with varying hours, based in Missouri
7

Responsibilities For Internal Regional Consultant Resume

  • Support the design and development of local marketing programs
  • English and French are the working languages of the United Nations Secretariat
  • Substantive background informationTraining materials
  • Keen handle on competitive marketplace covering the range of products from fundamental asset classes to alternatives
  • Integrate key WI associates, plan sponsors and participants into SELMD events/activities
8

Responsibilities For Regional SCD Consultant Resume

  • Advises Business on HP’s capability to meet Customer requirements from Policy , Process , Tool and Capability perspective through MPS/PC&P Delivery Oeprations Opinion Form, analyzing the RISK from RFP to Signature
  • Identifies available land sites or facilities that meet prospect’s requirements
  • Establishes leadership and advisory roles within local EDO’s and professional economic development organizations
  • Provides input and supports the development of standard policies, procedures, and guidelines for local registrars and data providers
  • Conducts and coordinates needs assessments with the Program Administration Policy team to identify, develop and implement training solutions that support regional constituents' needs
9

Responsibilities For Regional Brokerage Consultant Resume

  • Delivers regular instructor led and virtual training and support to local offices and data partners to ensure clarity of expectations, policies and procedures to ensure data security, quality and completeness
  • Reviews local registrar offices' and data providers procedures and practices to ensure consistency while identifying best practices and implementing improvements to increase data security and quality
  • Collaborates on development and interpretation of policies and enforcement strategies to support Vital Records' local registrar and data partners
  • Articulates updated and changes to policies and procedures to region
  • Develops and implements action plans and monitors progress to ensure objectives are met in a timely manner
10

Responsibilities For Regional Buildings Access Consultant Resume

  • Works with OIG to audit and investigate county offices for potential security and fraudulent risk
  • Represent Vital Records Local Registrar and Data Provider needs with both internal DPH teams and external groups from public agencies and private sector to coordinate efforts and share best practices to enhance Georgia Vital Records record establishment and issuance
  • New partner onboarding, education and training activities
  • Consultative business and investment solutions activities which develop and further existing advisor relationships
  • Communication of Russell's capital markets knowledge and insight
  • Monthly travel into the region(s) focused on assigned clients/prospects based on specific client segmentation
  • Series 7 & 66 (or 63/65) required
  • Prioritize opportunities in 2 regions, while partnering with the Regional Directors and Regional Consultant Associate to provide a consistent, elite level client experience

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